Samuelson Drumond
Samuelson Drumond is a CFP-designated registered investment advisor at Drumond Wealth Management, based in Katy, TX, with 8 years of industry experience. Samuelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 132 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated.
Fee Estimator
Location
Katy, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuelson is an independent insurance producer for various insurance companies since 2018, dedicating a few hours per week to this activity. He also manages a rental property in Brazil as an owner-landlord, spending about 10-20% of his time on it.
Employment History
Current Registrations
Drumond Wealth Management
Previous Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.